Bring your context
Bring the inputs and assumptions that reflect how your business works.
Agent workflow· By Oculon
Monthly review agent
Structure a recurring performance review with model-grounded analysis.
Agent template
Monthly review agent
Structure a recurring performance review with model-grounded analysis.
The responsibility
Structure a recurring performance review with model-grounded analysis.
- When it runs
- Choose a schedule or run it on request. · configurable
- What it works from
- Choose the relevant financial models and supporting sources.
- What comes back
- Structure a recurring performance review with model-grounded analysis.
- Your review
- Review the findings and approve material changes before applying them.
Illustrative setup · Connect your own sources and confirm the scope before activating an agent.
A starting point.
Made for your business.
Structure a recurring performance review with model-grounded analysis.
Finance teams exploring repeatable AI-assisted performance reviews.
A thoughtful starting point.
- 01Performance review prompt framework
- 02Connected model references
- 03Variance summary outline
- 04Human review checklist
Agent workflow, in context.
A starting structure to shape around your workflow.
Start here.
Build from your context.
Make it your own
Adapt the starting structure, dimensions, and views to your team.
Build a shared view
Bring the model and its context into your team’s planning conversations.
Good questions.
Who is this template for?
Finance teams exploring repeatable AI-assisted performance reviews.
Can it be adapted to our business?
Yes. This is a starting structure for your workflow. Explore the template with our team to review your inputs, dimensions, and the changes your business needs.
How do we get started?
Choose “Explore this template” to speak with the Oculon team. These pages show template concepts with illustrative data; availability and setup are confirmed during your walkthrough.
